IPI FINANCIAL SERVICES

Welcome

Thank you for choosing to visit our website. IPI Financial Services is a division of INSURANCE PLANNING, INC. Insurance Planning is a full line independent insurance agency, formed in 1968 to serve the insurance needs of central and western Kansas. IPI serves over five thousand clients in Kansas and surrounding states. IPI FINANCIAL SERVICES was organized in 2002 to allow our our people dedicated to this division to specialize in providing additional services to our clients. A number of agencies have people that try to work in Personal or Commercial insurance and provide financial services. We believe by having people specialize in this area we can deliver life, health, long term care, disability and investment products tailored to your needs. For professional, personal service, contact Rich, Marilyn, Shannon, Brian or Gene.

We are licensed in Kansas and the surrounding states, and specialize in
serving the areas of Central and Western Kansas and Eastern Colorado.

Insurance Planning, Inc and IPI Financial Services are committed to protecting

your online privacy when you visit our Website.   We do not collect and keep
your personally identifiable information from you unless you volunteer it.  
For a full copy of our Agency Privacy Policy, please contact our offices.
 
Saturday, September 4, 2010


We are insurance licensed in Kansas and the surrounding states, and specialize in
serving the areas of Central and Western Kansas and Eastern Colorado. 
Richard Kraemer and Brian Weimer are Registered Representatives with TFA and Shannon Stauth, is an Investment Advisor Representative with TFA. This website should not be considered a solicitation in any other state. 

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

This information is intended for use by residents of  CO,FL,KS,MO,NE.  Securities related services may not be provided to individuals residing in any state not listed above.

 

Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA/ SIPCand Registered Investment Advisor. Non-Securities Products and services are not offered through TFA. TFA and IPI Financial Services are not affiliated.  

 

Privacy Policy Information  

Insurance Planning, Inc and IPI Financial Services are committed to protecting

your online privacy when you visit our Website.   We do not collect and keep

your personally identifiable information from you unless you volunteer it.  

For a full copy of our Agency Privacy Policy, please contact our offices.